Research on Thai Markets in general and the SET Index
This has been an absolute dog$hit period for the SET, at least we can say we’re not in HK nor Chynaaaaaaaaaa. But frankly even I’m running out of things to comment about this market. Let’s just bring down below book value so that we can start another bull market, perhaps throw in a discount rate […]
Read More →Something changed last week. All markets turned and the Asian currencies went the other way. So, let’s see how far this goes. The banks have come out with average earnings, what caught my eye is that TTB is target FY24 loan growth of 0%
Read More →Good vibes all around still. And it’ll probably still continue given how negative every I speak to is out there.
Read More →Week 08/01 – 12/01 dxg.vn, fpt.vn, hhv.vn, hsg.vn, mbs.vn, vgc.vn, Company DXG VN: approved the policy of borrowing capital, guaranteeing, mortgaging, and pledging assets at banks with a total limit of VND4,700 bn. FPT VN: wants to invest in an Education – Science and Technology Complex with a scale of 10-20 hectares in Hai Phong. […]
Read More →If you can’t figure it out …
Read More →Ok, that’s not quite accurate. But here’s the news… SF Holding to Take Over Kerry Logistics for $2.3 Billion – Bloomberg “SF Holding Co., one of the largest Chinese package-delivery services, is seeking to acquire control of tycoon Robert Kuok’s Kerry Logistics Network Ltd. in a HK$17.6 billion ($2.3 billion) deal for its global expansion.“ The impact is […]
Read More →Don’t we all feel like geniuses? We’ve all made some +1-5% this year. Now will it last? Short term everyone still keeps talking about the Fed rates…it’s staying here or going higher IMO, haven’t changed that thought for a while…and I like it…risk for Thailand is in the currency…most listco’s are fine, The Financial and […]
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